2014 Combined Federal Campaign “Pacific Family, Giving Back” CFC Chairman: Major General Darryll D. M. Wong Deputy Chair: Brigadier General Bruce Oliveira FEB Local Federal Coordinating Committee (LFCC) CFC Advisor Christopher Conklin Principle Combined Fund Organization (PCFO) Nita Yates- PCFO Director Melanie Kaaihue- PCFO Asst. Director Hawaii National Guard PLANNING TEAM LTC Lynn Ishii – HI-PAC CFC Project Officer Capt Michael O’donnell Assistant CFC Project Officer SGM John Andoe-Training Coordinator / Special Events SGM Michael Ramirez- NCOIC/ Materials Coordinator CW2 Hau Huynh- Admin Officer/Charity Coordinator Mahalo for your support and please don’t hesitate to contact us if you need assistance! CFC Email: [email protected] CFC Phone: (808) 844-6543 KEY DATES 13 Aug 1414 Aug 1419 Aug 142-5 Sep 142-5 Sep 148-12 Sep 149-12 Sep 14- APO Orientation Meeting Off-Oahu APO Orientation via DCO APO/UPO Meeting KP packet distribution UPO/KP training Off-Oahu DCO training Guam training 15 Sep- 31 Oct 14- CFC Campaign 15 Sep 14Main CFC Kick Off at Fed Building 1 Nov 14Pledge Close Out 1 Nov 14Audit Refresher Training 14 Nov 14Agencies turn in all pledge cards 12 Dec 14HI-PAC CFC Closing Audit 15 Jan 152014 CFC Recognition Ceremony UPO/KEYPERSON TRAINING SCHEDULE DATE 2-Sep-14 2-Sep-14 3-Sep-14 3-Sep-14 4-Sep-14 4-Sep-14 5-Sep-14 5-Sep-14 TIME LOCATION ADDRESS 0900-1130 298TH REGIMENT MFTU (RTI) 711 TINKER AVE ROAD, WAIMANOLO HI 96795 1300-1530 298TH REGIMENT MFTU (RTI) 711 TINKER AVE ROAD, WAIMANOLO HI 96795 0900-1130 BLDG 19 RM 121 911227 ENTERPRISE AVE , 91-1227 ENTERPRISE KAPOLEI HI 96707 AVE , KAPOLEI HI 96707 1300-1530 BLDG 19 RM 121 911227 ENTERPRISE AVE , 91-1227 ENTERPRISE KAPOLEI HI 96707 AVE , KAPOLEI HI 96707 0900-1130 Military Fleet And 4827 Bougainville Dr, Family Support Center Honolulu, HI 96818 1300-1530 Military Fleet And 4827 Bougainville Dr, Family Support Center Honolulu, HI 96818 0900-1130 Military Fleet And 4827 Bougainville Dr, Family Support Center Honolulu, HI 96818 1300-1530 Military Fleet And 4827 Bougainville Dr, Family Support Center Honolulu, HI 96818 MAXIMUM OCCUPANCY 200 200 100 100 50 50 50 50 Useful Links CFC Hawaii: www.cfc-hawaii.org OPM CFC: www.opm.gov/combined-federalcampaign/ 2 Agency Project Officer (APO) Responsibilities •Plan, organize and administer your agency's campaign. •Get the support of your Commander or Agency Head. Have them attend your agency's kickoff, special events and meetings. Have them send a letter or email to employees endorsing the campaign (sample letters can be found in the Awareness/Education section of this guide). •Publicize the campaign. Display CFC campaign posters and your agency's progress. Include information in newsletters. Promote CFC at meetings. Coordinate with the Planning Committee Charity Coordinator to have charity speaker(s) attend meetings. •If you are overseeing the campaign for a large organization like the Navy or the Army, you will need to recruit Unit Project Officers to assist you with the management of Key persons and materials. These Unit Project Officers will also need to attend education sessions. •Recruit quality Key persons. Arrange for them to attend training/education sessions before the beginning of the campaign. It is recommended that each Key person is assigned 25-50 individuals. •Manage campaign materials. Distribute to Key persons--the campaign envelopes containing 25 pledge cards, a final report, lost pledge card form, $250+ cash form, deposit slip, Charity List, training guide and poster. Accountability of all envelopes and contents is very important. Establish a control system to track the envelopes (see sample log sheet in the "Forms" section of this guide). The Material Distribution Control log sheets should be kept through March of the following year for audit purposes. •Encourage Unit Project Officers/Key persons to arrange group presentations for donors to learn about CFC. Coordinate special events held by your Unit Project Officers/Key persons (see FUNdraising Ideas on www.cfc-hawaii.org). •Audit all Key person envelopes and carefully account for all materials. Review pledge cards and final reports for completeness and accuracy. If any contributions were made by cash or check, verify that the deposit was made and a validated copy of the deposit slip is enclosed. •ATTEND TRAINING SESSIONS. More information on how to audit will be provided at the Training Sessions. •IMPORTANT - Ensure that all #1 copies of pledge cards with payroll deduction contributions have been forwarded to the correct payroll office. •Once you have reviewed the envelope contents for completeness and accuracy you and the Key person must sign and date the Key person's Final Report, bottom left-hand corner. The Key person should keep the pink copy of the report and you should keep the yellow copy (these copies should be kept through March of the following year for audit purposes). Turn in completed envelopes to CFC Headquarters. •Report campaign progress online each week online. You may use the downloadable “Weekly Progress Report Worksheet” (example is in the "Forms" section of this binder) as a tool to compile your information prior to submitting the online report. The deadline dates for reporting are provided on the worksheet. Please collect the necessary information from your agency Unit Project Officers or Key persons prior to the weekly reporting deadlines. Agency Project Officer Checklist  Attend meetings  Have the support from your Agency Head  Provide updates to the Agency Head  Get the most current organization chart for your agency  Determine the number of employees assigned to each department, unit or component, verify agency codes.  Recruit a Unit Project officer for each department, unit or component, if need.  Recruit Key persons (one person for 25 people)  Turn in complete Find Form to the Planning Committee.  Obtain campaign materials...control all materials and ensure they are returned (used and unused)  Arrange training sessions for all Unit Project Officers and Key persons to attend.  Attend CFC Event(s)  Submit Campaign Progress Reports weekly  Ensure that all #1 copies of pledge cards are delivered to the agency's payroll office(s)  Complete audits of all Key person envelopes  Return completed/audited and accountable materials to the Materials Coordinator  Announce final results to employees  Thank Unit Project Officers and Key persons  Attend Recognition Event with Agency Head